Is there a way to customize Approvals layout in Lightning? - Answers - Salesforce Trailblazer Community
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Adriana ReyesAdriana Reyes 

Is there a way to customize Approvals layout in Lightning?

Our users are submitting approvals for opportunites and when their managers go select one of them from the new Approval Requests tab in Lightning, their view of the opportunity is very limited. They see the opportunity name, description, amount. close date, and comments. Managers need to see custom opportunity fields that we've created and have access to documents that users have uploaded to the opportunity. At the very least, be able to click on the opportunity name to see those things.

Is there any way for me to edit this layout? So I can add the fields that they need or at the very least add some link or something that will take them to the opportunity.

Thanks!
Best Answer chosen by Adriana Reyes
Michelle BuraMichelle Bura

Hi Adriana,

You probably already solved this, but I had the same problem today and found the following workaround. The workaround is to create a new custom field on the Opportunity object.

Data type = Formula
Return Type = Text
Formula = HYPERLINK(Id, Name)

Then add the field to the Approval Layout by going to your Approval Process, clicking Edit drop down box and selecting Approval Page Layout. Then find your custom field in the Available Fields section and add it to the Selected Fields section and Save. Now you will have a link on the Approval Layout that will take you to the related Opportunity.

All Answers

Madan KhichiMadan Khichi
Hi Adriana,

If you are using lightning then please follow the below path

Setup >> Object Manager >> Select the object, then you will see the page layout. 

User-added image

Click on down arrow, you will see the edit button and then you can add the fields which you want.

Please let us know if you have any other question.

If its help you, please select as best answer !!
Adriana ReyesAdriana Reyes
Madan,

I can't do this for approvals because it's not an object listed in the object manager. Unless, I'm looking in the wrong place.
Madan KhichiMadan Khichi
Hi Adriana,

According to my understading, you want to add more fields in opportunity layout. If I am wrong please let me know.
Adriana ReyesAdriana Reyes
Hi Madan,

No I'm trying to add fields to the Approval Requests layout.
Madan KhichiMadan Khichi
Approval request mean, you want to add more condition in approval or you want to add more fields in email template which approver is getting. 
Adriana ReyesAdriana Reyes
No I'm trying to add fields or related lists to the Approval Request page. Or a button that says "View Opportunity" because the opportunity name is not a link.

User-added image
Madan KhichiMadan Khichi
Hi Adriana,

Please check the below link, might it will help you.

https://salesforce.stackexchange.com/questions/1753/configuring-approval-page-layout-for-user-selectable-rejection-reason

If its helps you, please select as best answer 
Michelle BuraMichelle Bura

Hi Adriana,

You probably already solved this, but I had the same problem today and found the following workaround. The workaround is to create a new custom field on the Opportunity object.

Data type = Formula
Return Type = Text
Formula = HYPERLINK(Id, Name)

Then add the field to the Approval Layout by going to your Approval Process, clicking Edit drop down box and selecting Approval Page Layout. Then find your custom field in the Available Fields section and add it to the Selected Fields section and Save. Now you will have a link on the Approval Layout that will take you to the related Opportunity.

This was selected as the best answer
Adriana ReyesAdriana Reyes
Hi Michelle,

Yes this was the solution that I came up with too. It seems silly that we have to do this for something that is standard in Classic. Thank you for your response!
Michelle BuraMichelle Bura
Yes, and the other issue I'm trying to find a workaround for is showing the approval history on the page layout. Even though it is checked to show the approval history, it does not in Lightning, only Classic. 
abhik deyabhik dey
Hi,
Is their any posibility in updating the hightlights panel in Approval Page. I know about approval page layout but that doesn't fit for updating the highights panel layout adjustment.

I want to update the highlights pannel in approval page layout

Layout Description
Drew SDrew S
Abhik, were you ever able to determine if you can modify the Approval Request Highlights Panel?
Raphael METRARaphael METRA
Hello Adriana, from my point of view, it is not possible in lightning. You have to connect in classic. 
Then in setup, you search Approval Processes. In Edit Menu list, you choose "Approval page Layout".